+85.8%
MSFU vs HAS
+89.5%
-3.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -5.3% |
| 7D | -12.7% | +2.0% | -14.7% | -13.2% |
| 30D | -9.0% | +30.9% | -39.9% | -15.8% |
| 3M | +2.9% | +28.8% | -25.8% | -4.3% |
| 6M | +43.5% | +32.3% | +11.2% | +31.5% |
| YTD | -2.4% | +54.7% | -57.1% | -15.8% |
| 1Y | -13.5% | +63.2% | -76.7% | -26.9% |
| 3Y | +19.2% | +220.7% | -201.5% | -23.8% |
| All | +85.8% | +89.5% | -3.8% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling